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| Morningstar Return Rating: | Below average | | Year to Date Return: | 2.98% | | 5-Year Average Return: | 2.18% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 4.55% | |
Worst 1-Yr Total Return (2008): | -3.30% | |
Best 3-Yr Total Return (2005-7): | 3.82% | |
Worst 3-Yr Total Return (2006-8): | 1.82% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | HRSDX | Category | Diff | Index* | Diff | | Year To Date | 2.98 | 9.09 | -6.11 | 6.24 | -3.26 | | 1-Month | 1.14 | 0.68 | 0.46 | 0.49 | 0.65 | | 3-Month | 1.93 | 2.53 | -0.6 | 2.60 | -0.67 | | 1-Year | 1.13 | 9.59 | -8.46 | 13.79 | -12.66 | | 3-Year | 1.51 | 3.61 | -2.1 | 6.35 | -4.84 | | 5-Year | 2.18 | 3.21 | -1.03 | 5.05 | -2.87 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 2.28 | 7.68 | -5.4 | 7.06 | -4.78 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -1.50 | 4.17 | -5.67 | 7.94 | -9.44 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | HRSDX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -3.30 | -4.23 | 0.93 | | 2007 | | | 4.41 | 4.29 | 0.12 | | 2006 | | | 4.55 | 4.05 | 0.50 | | 2005 | | | 2.51 | 1.45 | 1.06 | | 2004 | | | 0.85 | 1.63 | -0.78 | | 2003 | | | 1.30 | 2.54 | -1.24 | | 2002 | | | N/A | 5.47 | N/A | | 2001 | | | N/A | 7.27 | N/A | | 2000 | | | N/A | 7.59 | N/A | | 1999 | | | N/A | 2.21 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
HRSDX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -0.64 | 1.27 | 1.19 | N/A | | 2008 | -0.12 | -0.31 | -0.01 | -2.88 | | 2007 | 1.24 | 0.76 | 1.39 | 0.96 | | 2006 | 0.78 | 0.94 | 1.76 | 0.99 | | 2005 | 0.40 | 0.63 | 0.59 | 0.87 | | 2004 | 0.52 | -0.25 | 0.44 | 0.15 | | 2003 | 0.57 | 0.09 | 0.31 | 0.32 | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 377 | 419 | 89.98 | | 1-Month | 13 | 435 | 2.99 | | 3-Month | 195 | 434 | 44.93 | | 6-Month | 344 | 420 | 81.90 | | 1-Year | 344 | 419 | 82.10 | | 3-Year | 257 | 360 | 71.39 | | 5-Year | 209 | 305 | 68.52 |
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0.01% Nasdaq 0.00%
Performance
